Richardson GMP
APRIL 2018

We have a new name!

You may have noticed a difference in our email signatures as of
April 1. To recognize Neil Kumar as a partner in the business,
we have changed our team name from Jefferson | Steele Partners
to JSK Partners! This stands for Jefferson Steele and Kumar.
We have a new web address,, but don’t worry, still works. Please let us know if you have any questions.

The Market Cycle of Emotions – Russell Investments

The essential goal in investing is to buy low and sell high, but that’s not what investors who follow their emotions often end up doing. When they listen to their hearts instead of their heads, they can make decisions that are counterproductive to their investment goals.

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Markets in Transition – QV Update

Despite all the talk about improving global economic conditions and investors clamouring to maximize returns, we think we’re in the midst of a transition to more challenging times. It is therefore not the time to be increasing one’s risk exposure. 2017 went down in stock market history as one of the smoothest annual rides investors have ever experienced.

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The 7 benefits of using an independent fiduciary

Our clients often have questions about either being an executor or choosing an executor for their estate. While the answers are dependent on their circumstances, we will often recommend a professional executor or a professional power of attorney. I read this great article from CV Trust, which is a non-deposit taking professional trustee and executor in Vancouver. I think Steve Ivacko, Principal at CV Trust, does an excellent job of summarizing why a professional may be the correct answer. Please let us know if you have any questions or would like an introduction to Steve and his team.

– Tyler

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Essential Tax Numbers: Updated for 2018

A reference list of the tax numbers for 2018.

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Dwight Jefferson, CIMA®
Senior Vice President
Portfolio Manager
Tel.: 604.640.0555 • Email

Tyler Steele, CFA
Senior Vice President
Portfolio Manager
Tel.: 604.640.0554 • Email

Neil Kumar, CIM®
Vice President
Portfolio Manager
Tel.: 604.640.0406 • Email

Eddie Gudewill, CFA
Portfolio Manager
Tel.: 604.640.0562 • Email

Wendy Lloyd
Tel.: 604.640.0556 • Email

Jessica Dewey
Tel.: 604.640.0405 • Email

Brenda Geib, BA
Tel.: 604.640.0559 • Email

Richardson GMP Limited
500 – 550 Burrard Street
Vancouver, BC V6C 2B5

Toll Free: 1.866.640.0400
Fax: 604.640.0300


The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP Limited or its affiliates. Assumptions, opinions and estimates constitute the author's judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC, NB, NS, PEI and NL. Additional administrative support and policy management are provided by PPI Partners. Richardson GMP Limited is a member of Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.